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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (4703)	11/5/1999 9:17:00 PM
From: Bill Wexler	Read Replies (2) \| Respond to of 10293

Microsoft will trade slightly down, at which point I will buy a lot more. Probably the best buying opportunity in a high-quality large-cap tech stock since the AOL "busy signal" fiasco. The ruling was not surprising...and quite frankly, I see little or no impact to MSFT long-term. Though my opinion would seem counter-intuitive to most, you really have to understand the nature of MSFT's evolving business to realize that absolute monopoly over the OS/browser biz is slowly becoming less relevant. Even though I doubt it would happen, a breakup would be extremely bullish and would unlock enormous value for the shareholders. Interesting note, check out the near-hysteria on messgae boards such as the Yahoo thread. there are people actually prediciting that the stock will open at 50 on Monday and numerous calls to short the stock. Boy....are they in for a surprise.